Carlisle: Too Expensive In 2026E (Rating Downgrade)

2026-01-22 03:54:42 ET

I've been covering Carlisle Companies ( CSL ) for a number of years now - though my latest article was over 2 years ago. The investment I held at the time has been rotated since and was done in accordance with the thesis and targets I gave in that article. Looking back, I managed to "time" (thanks to using a valuation approach) a very decent price, all things considered. Despite the fact that the TSR, or total rate of return, since that piece is now less than market, I argue it shows that using a conservative valuation approach works....

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